HC

Hurley Capital Portfolio holdings

AUM $178M
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.59M
3
+$1.43M
4
UPS icon
United Parcel Service
UPS
+$1.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$857K

Top Sells

1
+$1.44M
2
+$1.43M
3
+$1.25M
4
PEP icon
PepsiCo
PEP
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$505K

Sector Composition

1 Financials 5.58%
2 Energy 4.4%
3 Communication Services 4.02%
4 Healthcare 3.55%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.94K ﹤0.01%
+285
352
$3.78K ﹤0.01%
+3,000
353
$3.76K ﹤0.01%
+77
354
$3.76K ﹤0.01%
103
355
$3.72K ﹤0.01%
12
356
$3.69K ﹤0.01%
50
357
$3.67K ﹤0.01%
76
358
$3.58K ﹤0.01%
116
359
$3.54K ﹤0.01%
+151
360
$3.35K ﹤0.01%
101
361
$3.27K ﹤0.01%
190
362
$3.22K ﹤0.01%
37
-373
363
$3.1K ﹤0.01%
49
364
$2.98K ﹤0.01%
60
365
$2.78K ﹤0.01%
26
366
$2.76K ﹤0.01%
+30
367
$2.76K ﹤0.01%
26
-398
368
$2.68K ﹤0.01%
+29
369
$2.65K ﹤0.01%
4
370
$2.51K ﹤0.01%
+42
371
$2.28K ﹤0.01%
+28
372
$2.14K ﹤0.01%
151
373
$1.94K ﹤0.01%
+46
374
$1.94K ﹤0.01%
32
375
$1.93K ﹤0.01%
155
13 14
15
16 17